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Succession Planning

Ensure your professional legacy

You've worked hard to get your business up and running, and we know how important it is to have a plan for the day when you're no longer at the helm. Our advisors work with you to design your transition and the vision you have for yourself and your legacy business. This process can involve many complex financial decisions, from deciding whether to establish an Employee Stock Ownership Plan to considering a sale of the business, and we will be there every step of the way to help you.
Succession planning services are offered through Univest Bank and Trust Co. and Girard Advisory Services, LLC.